In the trenches of roofing, sometimes it's not mindset that holds you back — it's method. At Day 41 Thrive, we work with hundreds of roofing companies across the country, and guess what? The ones who scale fastest aren't just the most motivated… they're the most methodical.
They know how to build processes, lead meetings, track what matters, and hire well. So today, we're pulling back the curtain and answering the most common "How do I actually do this?" questions we get from owners, GMs, and sales leaders every single week.
How can I get my sales team to follow a consistent process?
Start by removing the guesswork. The most consistent sales teams follow a Winning Sales Compass — a repeatable, role-played framework with checkpoints, not just quotas. We help teams dial this in with tools like the Capture Chapter in the RoofOps41 SOP Manual, which gives you the scripts, objection handling, and lead hygiene SOPs to run tight.
And no, "just follow up more" is not a strategy.
What's the first SOP every roofing company should create?
Without question: Lead Intake and Scheduling. If you don't capture leads properly, you can't track ROI, and your sales team is always starting behind.
Build a SOP that defines:
- Who answers the call
- What questions they ask
- Where the lead is documented
- What happens in the first 24 hours
- How the team is notified
Nail that first, then move to your sales handoff, production checklist, and customer communication SOPs.
What hiring mistakes slow roofing companies down?
We see it constantly:
- Hiring too fast out of desperation
- No clear AEP scorecard (Attitude, Effort, Performance)
- Promoting top performers into leadership without coaching them first
- No structured onboarding or expectations
Most hiring issues aren't "bad people" — they're bad systems. Slow down to build the process, and you'll go faster later.
How do I train my team without pulling myself out of production?
Use the Practice > Performance model. Set up weekly 30-minute sessions where your team practices real scenarios (estimates, objections, angry customer calls). It's more efficient than fixing mistakes in the field — and builds confidence on both sides.
Bonus: Record your training once. Use it 100 times. That's leverage.
How do I get better visibility into my numbers?
Most owners say "I don't love spreadsheets" — but the problem isn't math, it's meaning. You need dashboards that track:
- Lead source by close rate
- Job cost vs gross margin
- Cycle time
- Labor % vs budget
Use our Control Chapter in RoofOps41 to set up simple but powerful KPI dashboards. Visibility = power.
How do I host a productive team meeting?
Follow the CLEAR model:
- Check-in (quick wins/energy)
- Lessons (from last week)
- Essentials (biggest bottlenecks)
- Alignments (who's doing what by when)
- Reminders (repeat back key tasks)
And please — never meet just to meet. Make it valuable or make it stop.
What is the most important KPI roofing companies overlook?
Cycle time. Most companies track close rate and revenue, but don't track how long it takes from lead > inspection > signed deal > production > paid.
Shorten cycle time, and your profit margin skyrockets. It's also the #1 way to reduce stress on the team and improve customer experience.
How do I align my leadership team around one direction?
Use a One-Page Plan. Everyone on your leadership team should know:
- What the next 90 days are about
- Who owns what
- What the scoreboard says
We build these quarterly with clients in our "Quarterly Pulse" sessions — and it's a game-changer for getting marketing, sales, ops, and production on the same page.
How do I build a leadership team if I don't have one yet?
Start by seeing leadership differently. Leadership isn't just a title — it's influence, trust, and initiative. Look for team members who:
- Solve problems without being told
- Think about the company, not just their role
- Ask questions instead of blame
Then train them using the TEAM framework (Trust, Engage, Align, Mobilize). You don't find leaders — you grow them.
Ready to Go Tactical?
Most owners don't need another 12-month commitment. They need clarity, direction, and action — now.
Check out our 4+1 Coaching Calls Strategy or RoofOps41 SOP Manual and let's turn insight into implementation.
Ready to Transform Your Leadership?
Let's connect and discuss how Day 41 Thrive can help you and your team reach new heights.
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